Best Financial Advisors in Quebec City, QC
The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Quebec City area.
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Assurance Collective, Régimes de Retraites Collectifs
“Stratège Financial Group's exceptional reputation is built on its commitment to customer service excellence, ensuring a positive and proactive experience for all who use their services.”
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Blsf Services Financiers
- Professionalism
- Consulting
- Risk
“The meetings are effective, we have a strategy in place, we come out of there having understood the why and the how and I love that and I strongly support it!”
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Groupe Financier Millénium Inc.
- Passion
- Knowledge
- Financial Security
“Very competent and eloquent advisor.”
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Roy Métivier Roberge - Syndic Autorisé en Insolvabilité Québec
- Respect
- Stress
- Present Tense
“An exceptional service, my advisor Alexanne Couture was able, through her empathy and professionalism, to help me in my situation and advise me to straighten out my finances.”
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Steeve Perreault, Conseiller en Sécurité Financière
- Service
- Monetary Investment
“All savings solutions, investment options and/or insurance offered by Steeve are carefully thought out and personalized for the client and according to their real or necessary needs with the aim of ensuring financial security for the realization of f...”
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Jolicoeur Lapierre Gestion Financière
- Team
- Insurance
- Project
“Charles-Éric is always available quickly to answer questions, his answers are clear (despite the subject can be complex) and is very efficient in implementing the game plan we have given ourselves.”
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Votreconseiller.net
- Insurance
“Things in a way that we understand very well and he also realizes when you don't understand and finds another way but makes sure that it is well understood!”
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EK Plus
- Insurance
- Service
- Competent
“Thank you to the professionals at EK+ for supporting me with simplicity and professionalism in obtaining my life insurance as well as in the management of my investments!!”
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Groupe Mirador
- Work
- Service
- Team
“I also take this opportunity to reassure all those who doubt financial advisors, that with Mirador Group you can sleep soundly because at all times you receive information on your investments both from your advisor and from the companies to which you...”
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RGP Gestion de Patrimoine
- Service
“Very dynamic, understanding and professional team.”
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Desfossés / Goulet
- Service
“They will know how to take your financial portfolio to another level.”
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Pelletier Services Financiers
Assurance, Analyse, Placements
“Very good service from the whole team Positive Professionalism”
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Jean-Maurice Vézina - Équipe Conseil en Planification Financière
“Complete strategy”
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Groupe Financier Thériault
Produits Individuels, Produits Collectifs
“She manages my investments expertly and I have complete confidence in her.”
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Trust Cabinet de Services Financiers
- Financial Advisor
“Good service and professional.”
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Gaignard & Associates
- Team
- Service
- Tax Laws
“Following the death of our father who had a business, they supported us with a post-mortem strategy allowing us to save a lot of taxes, while advising us throughout the inheritance process.”
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Services Financiers Primerica
“To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA). The FNA is complimentary, confidential and customized for every family that Primerica serves.”
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Sommet Groupe Financier
Investissements et Placements, Gestion Financière, Famille et Succession
“« M. Roy et son équipe ont repris la gestion du dossier assurance vie et invalidité de notre entreprise. Comportant de nombreuses polices leur analyse du dossier et leurs recommandations ont permis de maximiser les protections en place tout en réduis...”
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Gingras et Associés Cabinet de Services Financiers Inc.
Assurances, Régimes de Rentes Collectives Pour Les Entreprises, Investissement
“Gingras et associés est un cabinet de services financiers indépendant qui offre des solutions personnalisées aux clients individuels et commerciaux. Le monde de la finance n'est pas toujours facile à suivre et à comprendre, l'équipe de Gingras et ass...”
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Labbe Lisette Planificateur
Financement Hypothécaire, Planification Financière, Assurance de Personnes
“Ma mission depuis plus de 30 ans, guider et accompagner les particuliers et les entrepreneurs qui sont soucieux de leurs finances. Comme planificatrice financière, c'est important pour moi de connaitre les préoccupations de mes clients et d'apporter ...”
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C2 Services Financiers
Conservation du Patrimoine, Parcours Entrepreneurial, Gouvernance Projets Philanthropiques Services-Conseils
“Ne manquez pas cette occasion de vous immerger dans l'univers de l'entrepreneuriat, d'apprendre des expériences vécues par ces innovateurs audacieux et de vous inspirer de leur succès. Restez à l'écoute pour découvrir les histoires captivantes qui se...”
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Groupe Financier Peak | Bureau Régional de Québec
“Depuis 30 ans, nous accueillons des conseillers à la recherche d'une véritable indépendance, où les produits maison, les objectifs de ventes et l'affiliation à un manufacturier de produits financiers n'existent tout simplement pas. Ainsi, les conseil...”
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Poabraham.com
- Service
“Thank you for everything”
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Nicolas Flaugere Conseiller en Sécurité Financière
“Positive Quality, Professionalism”
Retirement Planning and Investment Management Services in Quebec City, QC Cost Estimates
Why these companies made our list
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